Capital One Financial Corp
COF- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000927628
In the last 90 days, Capital One Financial Corp insiders filed 0 open-market purchases and 14 sales; 2,130 institutions reported holding it in 13F filings for Q2 2026, worth $107.7B in total; 9 superinvestors hold it, including Harris Associates (Oakmark) and Berkshire Hathaway.
13F holders, Q1 2026
Institutional positions in Capital One Financial Corp as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,082
- −101 vs. Q4 2025
- Shares held
- 528.3M
- +45.8M (+9.5%) vs. Q4 2025
- Total value
- $96.4B
- −$20.5B (−17.5%) vs. Q4 2025
- New holders
- 195
- 792 more added
- Sold out
- 296
- 815 more reduced
29 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,130 | $107.7B |
| Q1 2026 | 2,082 | $96.4B |
| Q4 2025 | 2,212 | $133.0B |
| Q3 2025 | 2,002 | $116.2B |
| Q2 2025 | 1,962 | $118.8B |
| Q1 2025 | 1,403 | $65.5B |
| Q4 2024 | 1,362 | $64.0B |
| Q3 2024 | 1,229 | $52.1B |
| Q2 2024 | 1,202 | $48.0B |
| Q1 2024 | 1,166 | $52.2B |
| Q4 2023 | 1,142 | $44.8B |
| Q3 2023 | 1,011 | $33.3B |
| Q2 2023 | 1,019 | $38.0B |
| Q1 2023 | 1,009 | $33.0B |
| Q4 2022 | 1,026 | $31.7B |
| Q3 2022 | 997 | $31.4B |
| Q2 2022 | 1,023 | $35.5B |
| Q1 2022 | 1,095 | $46.5B |
| Q4 2021 | 1,140 | $53.4B |
| Q3 2021 | 1,107 | $62.2B |
| Q2 2021 | 1,122 | $61.8B |
| Q1 2021 | 1,017 | $52.3B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Capital One Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Triumph Capital Management | 70 | $12.8K | 0.00% | +8+12.9% | Added |
| MBM Wealth Consultants, LLC | 70 | $12.8K | 0.00% | +70 | New |
| Nvest Wealth Strategies, Inc. | 71 | $13.0K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 72 | $13.1K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 73 | $13.3K | 0.01% | +65+812.5% | Added |
| First Pacific Financial | 75 | $13.6K | 0.00% | +26+53.1% | Added |
| Gs Investments, Inc. | 75 | $13.7K | 0.01% | −26−25.7% | Reduced |
| Sfam, LLC | 75 | $13.7K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 76 | $13.9K | 0.01% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 79 | $14.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 81 | $14.8K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 81 | $14.8K | 0.00% | −5,778−98.6% | Reduced |
| Stephenson National Bank & Trust | 81 | $14.8K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 85 | $15.5K | 0.01% | +85 | New |
| Cornerstone Financial Management LLC | 86 | $15.7K | 0.01% | +16+22.9% | Added |
| Wellington-Altus USA Inc. | 80 | $16.1K | 0.01% | +10+14.3% | Added |
| Vermillion Wealth Management, Inc. | 88 | $16.1K | 0.01% | +41+87.2% | Added |
| Gables Capital Management Inc. | 90 | $16.4K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 90 | $16.4K | 0.00% | −46−33.8% | Reduced |
| Swiss Re Ltd | 91 | $16.6K | 0.10% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 91 | $16.6K | 0.01% | +47+106.8% | Added |
| YANKCOM Partnership | 91 | $16.6K | 0.01% | +60+193.5% | Added |
| Gen-Wealth Partners Inc | 96 | $17.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 97 | $17.7K | 0.01% | −229−70.2% | Reduced |
| Boreal Capital Management LLC | 97 | $17.7K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 97 | $17.7K | 0.01% | +24+32.9% | Added |
| HFM Investment Advisors, LLC | 99 | $18.1K | 0.01% | −2−2.0% | Reduced |
| American Capital Advisory, LLC | 99 | $18.1K | 0.01% | +5+5.3% | Added |
| Paladin Partners, LLC | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 102 | $18.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 103 | $18.8K | 0.01% | −1,088−91.4% | Reduced |
| High Note Wealth, LLC | 105 | $19.2K | 0.00% | −50−32.3% | Reduced |
| ZRC Wealth Management, LLC | 108 | $19.7K | 0.01% | −40−27.0% | Reduced |
| United Financial Planning Group LLC | 109 | $19.9K | 0.01% | +61+127.1% | Added |
| Peoples Financial Services Corp. | 111 | $20.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 111 | $20.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 112 | $20.4K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 112 | $20.4K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 113 | $20.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 113 | $20.6K | 0.00% | +38+50.7% | Added |
| LOM Asset Management Ltd | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 122 | $22.3K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 124 | $22.6K | 0.02% | +1+0.8% | Added |
| Olistico Wealth, LLC | 124 | $22.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 124 | $22.6K | 0.00% | +2+1.6% | Added |
| CBIZ Investment Advisory Services, LLC | 128 | $23.4K | 0.00% | −98−43.4% | Reduced |
| Evergreen Advisors, LLC | 129 | $23.5K | 0.01% | +129 | New |
| Solstein Capital, LLC | 130 | $23.7K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 131 | $24.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 132 | $24.1K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 135 | $24.6K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 136 | $24.8K | 0.01% | +136 | New |
| Wolff Wiese Magana LLC | 138 | $25.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 139 | $25.4K | 0.00% | −110−44.2% | Reduced |
| Sittner & Nelson, LLC | 140 | $25.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 141 | $25.7K | 0.01% | +32+29.4% | Added |
| Coston, McIsaac & Partners | 143 | $26.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 143 | $26.1K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 145 | $26.5K | 0.02% | −160−52.5% | Reduced |
| Joseph Group Capital Management | 145 | $26.5K | 0.01% | +50+52.6% | Added |
| Activest Wealth Management | 148 | $27.0K | 0.00% | −142−49.0% | Reduced |
| Ballast Advisors LLC | 148 | $27.0K | 0.01% | +148 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 149 | $27.2K | 0.01% | −2,208−93.7% | Reduced |
| GoalVest Advisory LLC | 150 | $27.4K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 150 | $27.4K | 0.02% | +50+50.0% | Added |
| First United Bank Trust | 152 | $27.7K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 152 | $27.7K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 153 | $27.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 156 | $28.0K | 0.02% | −101−39.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 155 | $28.3K | 0.01% | −185−54.4% | Reduced |
| Frazier Financial Advisors, LLC | 158 | $28.8K | 0.02% | +158 | New |
| RMG Wealth Management LLC | 160 | $29.4K | 0.00% | +34+27.0% | Added |
| Strive Financial Group ,LLC | 166 | $30.0K | 0.02% | +29+21.2% | Added |
| Kilter Group LLC | 170 | $31.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 177 | $32.3K | 0.01% | −72−28.9% | Reduced |
| Marquette Asset Management, LLC | 177 | $32.3K | 0.00% | +134+311.6% | Added |
| Valued Wealth Advisors LLC | 185 | $33.7K | 0.01% | −23−11.1% | Reduced |
| Silicon Valley Capital Partners | 190 | $34.6K | 0.00% | +16+9.2% | Added |
| Caitlin John, LLC | 191 | $34.8K | 0.02% | +1+0.5% | Added |
| Bayforest Capital Ltd | 191 | $34.8K | 0.04% | +191 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 192 | $35.0K | 0.01% | +192 | New |
| Financial Network Wealth Advisors LLC | 195 | $35.6K | 0.04% | +180+1,200.0% | Added |
| WealthCollab, LLC | 200 | $36.5K | 0.02% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 200 | $36.5K | 0.04% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 201 | $36.7K | 0.02% | −27−11.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 203 | $37.0K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 206 | $37.6K | 0.02% | −49,720−99.6% | Reduced |
| SJS Investment Consulting Inc. | 208 | $37.9K | 0.00% | −240−53.6% | Reduced |
| Sarver Vrooman Wealth Advisors | 209 | $38.1K | 0.02% | −21−9.1% | Reduced |
| Aventus Investment Advisors, Inc. | 210 | $38.3K | 0.03% | +90+75.0% | Added |
| Avion Wealth | 217 | $39.0K | 0.01% | +8+3.8% | Added |
| IAG Wealth Partners, LLC | 216 | $39.4K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 216 | $39.4K | 0.00% | +178+468.4% | Added |
| DiNuzzo Private Wealth, Inc. | 217 | $39.6K | 0.00% | −2−0.9% | Reduced |
| Pin Oak Investment Advisors Inc | 218 | $40.0K | 0.03% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 223 | $40.7K | 0.02% | +223 | New |
| Albion Financial Group | 224 | $40.9K | 0.00% | +49+28.0% | Added |
| Fortitude Family Office, LLC | 228 | $41.6K | 0.01% | −48−17.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 231 | $42.1K | 0.03% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 233 | $42.5K | 0.03% | 00.0% | Unchanged |